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BGCWX vs RERFX
BGCWX vs RERFX Comparison
Open Charts BGCWX vs RERFX
Baillie Gifford EAFE Plus All Cap 2
Price$15.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets258.53M
American Funds Europacific Growth R5
Price$59.72
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets132.29B
BGCWX vs RERFX Comparison Chart
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BGCWX vs. RERFX commentary
May 24, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BGCWX is a Buy and RERFX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 132B vs. BGCWX (259M). BGCWX pays higher dividends than RERFX: BGCWX (3.88) vs RERFX (1.39). BGCWX was incepted earlier than RERFX: BGCWX (15 years) vs RERFX (23 years). BGCWX (0.66) is less costly to investors than RERFX (0.52). RERFX is a more actively managed with annual turnover of: 30.00 vs. BGCWX (23.00). RERFX has a lower initial minimum investment than BGCWX: RERFX (250) vs BGCWX (25000000). BGCWX annual gain was more profitable for investors over the last year : 3.68 vs. RERFX (1.34). RERFX return over 5 years is better than : 31.34 vs. BGCWX (7.93).
| BGCWX | RERFX | BGCWX / RERFX | |
| Total Expense Ratio | 0.66 | 0.52 | 127% |
| Annual Report Gross Expense Ratio | 0.66 | 0.52 | 127% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 9.887 | 11.088 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259M | 132B | 0% |
| Annual Yield % from dividends | 3.88 | 1.39 | 279% |
| Returns for 1 year | 3.68 | 1.34 | 275% |
| Returns for 3 years | 14.78 | 18.94 | 78% |
| Returns for 5 years | 7.93 | 31.34 | 25% |
| Returns for 10 years | 24.97 | 20.90 | 119% |